Mariner Wealth Advisors (Cincinnati)’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $7.66M | Buy |
57,324
+2,533
| +5% | +$339K | 0.42% | 62 |
|
|
2018
Q2 | $6.96M | Buy |
54,791
+236
| +0.4% | +$30K | 0.41% | 60 |
|
|
2018
Q1 | $7.46M | Sell |
54,555
-1,617
| -3% | -$221K | 0.46% | 54 |
|
|
2017
Q4 | $8.21M | Buy |
56,172
+1,112
| +2% | +$162K | 0.5% | 55 |
|
|
2017
Q3 | $7.85M | Buy |
55,060
+732
| +1% | +$104K | 0.51% | 55 |
|
|
2017
Q2 | $7.9M | Buy |
54,328
+462
| +0.9% | +$67.2K | 0.55% | 56 |
|
|
2017
Q1 | $7.34M | Buy |
53,866
+1,036
| +2% | +$141K | 0.53% | 60 |
|
|
2016
Q4 | $6.98M | Buy |
52,830
+449
| +0.9% | +$59.3K | 0.54% | 60 |
|
|
2016
Q3 | $6.58M | Buy |
52,381
+464
| +0.9% | +$58.3K | 0.56% | 56 |
|
|
2016
Q2 | $6.79M | Buy |
51,917
+3,980
| +8% | +$520K | 0.61% | 55 |
|
|
2016
Q1 | $5.71M | Buy |
+47,937
| New | +$5.71M | 0.56% | 55 |
|
|
2015
Q1 | $5.01M | Sell |
44,911
-5,008
| -10% | -$558K | 0.7% | 44 |
|
|
2014
Q4 | $5.74M | Buy |
49,919
+1,603
| +3% | +$184K | 0.83% | 40 |
|
|
2014
Q3 | $5.07M | Sell |
48,316
-8,697
| -15% | -$912K | 0.81% | 40 |
|
|
2014
Q2 | $5.91M | Sell |
57,013
-715
| -1% | -$74.1K | 0.93% | 41 |
|
|
2014
Q1 | $5.72M | Sell |
57,728
-465
| -0.8% | -$46.1K | 0.93% | 43 |
|
|
2013
Q4 | $6.03M | Buy |
58,193
+775
| +1% | +$80.2K | 0.99% | 44 |
|
|
2013
Q3 | $5.37M | Buy |
57,418
+691
| +1% | +$64.7K | 1% | 42 |
|
|
2013
Q2 | $5.08M | Buy |
+56,727
| New | +$5.08M | 1.01% | 41 |
|